10 Low-PEmg Companies for the Enterprising Investor – Introducing the Low-PEmg Portfolio

On the first Tuesday of every month, we will screen our database for the 10 companies with the lowest price to earnings ratio (ModernGraham-style) that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company.  The starting value of the portfolio is $100,000.00.  Dividends will be reinvested in the portfolio.

To see the portfolio, you can view this google spreadsheet.

This month, the screen resulted in the following companies being targeted:

• UnitedHealth Group (UNH) – 8.39
• International Shipholding Inc (ISH) – 8.51
• Chubb Corp (CB) – 9.06
• Psychemedics Corp (PMD) – 9.57
• Baker Hughes Inc (BHI) – 10.42
• American Electric Power Co (AEP) – 10.72
• Exxon Mobil Corp (XOM) – 10.86
• Merck & Co Inc (MRK) – 11.55
• Pfizer Inc (PFE) – 11.96
• Eaton Corp (ETN) – 12.14

The following transactions were made this month:

• Bought 400 shares of UNH for $10,016.00.
• Bought 325 shares of ISH for $10,013.25.
• Bought 198 shares of CB for $9,981.18.
• Bought 1613 shares of PMD for $10,000.60.
• Bought 234 shares of BHI for $9,982.44.
• Bought 323 shares of AEP for $10,009.77.
• Bought 146 shares of XOM for $10,017.06.
• Bought 316 shares of MRK for $9,995.08.
• Bought 604 shares of PFE for $9,996.20.
• Bought 176 shares of ETN for $9,959.84.

Photo provided by herval.

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This entry was posted on Tuesday, October 6th, 2009 at 12:00 pm and is filed under Low-PEmg Portfolio, Portfolios. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.